Managers of Wealth

Swiss Custodian Debate: Should Foreign Banks Be Banned?

At State Street, the company typically avoids public attention and refrains from political lobbying, preferring instead to focus on data.

Henley & Partners Welcomes "Trump Gold Card" to Attract Wealthy Migrants to the US

Any new investor visa would require new legislation which would have to pass through Congress

Staying cautious on European risk assets after Germany's election

The conservative Christian Democratic Union/Christian Social Union (CDU/CSU) won 28.5% of the national vote.

Trust issues: what wealthy families can learn from the Earl of Yarmouth’s £85 million estate row

A family’s bitter court battle over their £85 million estate raises complex inheritance disputes and governance challenges

Barclays Launches Barclays Live: A Next-Generation Client Research Portal

Barclays Live empowers clients to seamlessly access critical market insights, anticipate industry trends and make data-led decisions.

Why wealthy individuals prefer Hong Kong insurance policies for inheritances

60 per cent of affluent individuals in the region prefer insurance policies for estate planning, study shows

Private banks pare CD ratios amid tight liquidity

Banks have intensified their efforts to enhance their liability franchises by offering higher rates on term deposits in the current financial year.

Selling your business in France: a step-by-step guide for entrepreneurs

Many entrepreneurs are unsure about the issues involved in such a sale.

Why wealthy individuals prefer Hong Kong insurance policies for inheritances

The study was based on interviews and surveys conducted in the second half of 2024 with 140 HNWIs, each with at least HK$7.8 million (US$1 million) worth of assets in those markets.

Billionaires' wealth 'soars by over £230billion in first month of 2025 alone'

Campaigners said billionaires' wealth soared in first month of the year by a staggering £237billion - more than the combined wealth of world's poorest 2.8billion people

UBS: Uncertainty Surrounding Legal Risks

These cases, spanning from historical tax evasion allegations to client disputes, significantly impact the bank’s financial exposure.

10 Things on Wealth Managers' Minds Now

At the same time, they are concerned about making the best technology investments, and they sense that rapid tech advancements are likely to play a role in future firm ownership changes.

From Taylor Swift concerts to hot-selling Chanel shoes, Asia's credit card battle intensifies

Asia's retail banks are escalating their battle for affluent customers, rolling out premium credit cards laden with luxury perks—from Chanel ballet flats to wedding planning.

Women investors : how should your investment portfolio adapt to life’s milestones and goals ?

Given their longer average life expectancy, careful financial planning for retirement and potential inheritances is essential.

Schroders Capital backs AI with first close of UK Innovation LTAF

The successful close is indicative of the desire from DC pension schemes and other institutional investors to participate in the growth and development of UK early-stage companies.

AI and automation to reshape Luxembourg’s banking industry: Giovanna Giardina

She noted that adopting digital transformation and automation could allow banks to cut processing times, enhancing both client and employee satisfaction.

Pictet clean-energy star not afraid of Trump

Elite Investor Xavier Chollet tells Citywire Elite Companies how his fund thinks differently about the energy transition.

New record for gold

Consequently, central banks around the world have allocated an increasing share of their reserve assets to the yellow metal, and we think that this trend will continue in 2025.

Financial services: Dealmakers adapt to a shifting landscape

Monthly deal value in 2024 returned to the average monthly value of the prior five years, and total deal value for 2024 was 30 percent higher than that seen in 2023.

Rethink multipolarity – an investor’s roadmap

The implications for the global economy and financial markets may be significant.

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